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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
3001
Aspire Private Capital
North Carolina
$243K – – –
MCM
3002
McRae Capital Management
New Jersey
$243K – – –
PS
3003
Pinney & Scofield
Massachusetts
$243K – – –
IWA
3004
Inspirion Wealth Advisors
Illinois
$243K -$12.9K -50 -6%
MWAM
3005
Manhattan West Asset Management
California
$243K +$4.12K +16 +2%
KIC
3006
Kensington Investment Counsel
California
$243K +$213K +825 New
SFA
3007
Semmax Financial Advisors
North Carolina
$242K -$515 -2 -0.2%
HSG
3008
Helen Stephens Group
Texas
$242K +$211K +820 New
BWP
3009
Barlow Wealth Partners
Kentucky
$241K -$54.9K -213 -20%
BWM
3010
Baron Wealth Management
Michigan
$241K +$211K +818 New
ZAM
3011
Zevin Asset Management
Massachusetts
$241K -$515 -2 -0.2%
NA
3012
Nottingham Advisors
New York
$241K -$2.58K -10 -1%
LSL
3013
Legacy Solutions LLC
Pennsylvania
$241K +$210K +816 New
LPP
3014
Life Planning Partners
Florida
$240K +$210K +815 New
HGWM
3015
Horst & Graben Wealth Management
Oregon
$240K +$210K +815 New
HIS
3016
Harvest Investment Services
Illinois
$240K +$210K +814 New
SAM
3017
SP Asset Management
California
$240K +$515 +2 +0.2%
LFG
3018
Lockerman Financial Group
California
$240K +$209K +813 New
GL
3019
Gerber LLC
Ohio
$239K -$70.6K -274 -25%
DSA
3020
Droms Strauss Advisors
Missouri
$239K +$209K +812 New
SXL
3021
Summit X LLC
Missouri
$239K +$209K +812 New
BWM
3022
Base Wealth Management
Florida
$239K – – –
MHB
3023
Midwest Heritage Bank
Iowa
$239K – – –
HWM
3024
Howard Wealth Management
Connecticut
$239K +$258 +1 +0.1%
VCM
3025
Viewpoint Capital Management
Washington
$239K – – –
119 120
121
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